Shore Point Advisors, LLC DUSB Holdings History
Number of Shares
121,313.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
2.96%
Total Estimate Gain
$9,705.04
% of Total Estimate Gain
0.16%
Shore Point Advisors, LLC's Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-06-30, Shore Point Advisors, LLC held 121,313.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $6.16 Mil. This investment constitutes 2.96% of their stock portfolio, and Shore Point Advisors, LLC now holds 0.47% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2025Q1. And since then Shore Point Advisors, LLC has made 2 purchases of DUSB, at an average price of $50.73, for a total of 121,313.00 shares. Based on historical transaction data and DUSB's current price of $50.81, Shore Point Advisors, LLC's estimated gain on his DUSB holdings is $9,705.04, reflecting a 0.16% gain to date.
Shore Point Advisors, LLC DUSB ($50.81) Holding Chart
Shore Point Advisors, LLC DUSB ($50.81) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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